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Add an Expenses group manager
Add an Expenses group manager

An Expenses group manager can approve and payout expenses

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

If you assign a manager of an expenses group, this user can approve expenses, and depending on settings, also payout expenses too.

To add an expenses manager all you need to do is edit an expenses group.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Expenses, then click General.

  3. On the expenses group, click Eligibility.

  4. Ensure the Managers tab at the top is highlighted.

  5. Select the employee(s) you want to be Expenses approvers You can search for them or use the advanced search to filter down to employees of a certain Team, Position and/or Location.

6. Once selected click Save.

These users can now approve expenses submitted by employees in their expenses group - Read more >

📎NOTE: If you want a group manager to be able to pay out expenses, this can be controlled in your Expenses general settings - Read more >

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